Odoo CRM and sales automation
Control deals and salespersons
Odoo combines dozens of applications to work with customers from a moment of a request till the moment of rendering after-sale services. CRM system eases and registers salespersons' activities, reminds about planned actions and provides analytics.
You select and configure tools to reflect business specifics and improve management practices.
Feature
Access leads in a mouse click
Dynamic Sales funnel with configurable stages
Phone calls and meetings planning, joint calendar
Quotation builder
Pricing based on advanced price list's rules and versions
Reporting, graphs, adjustable analytics
Keep data safe
Communicate with customers by pre-defined scenarios (surveys)
Clients are integrated in a classifier: tags, contacts, business and personal info
Products and categories, prices and descriptions
Attributes and variants, including advanced costing
Sales sources and channels
Customer portal
Automatic duplicates' removal
Tools
Integrated email system and discussions
Sales teams and flexible configuration
Motivation and bonuses
To-do reminders
IP-telephony tools
Invoicing and payments
Delivery management